Tejaswi
@tejaswi.2054
Indore
12+ Years of experience
SEBI Registration INA200015176Tejaswi leads Equity Nest, a community dedicated to simplifying investment strategies and empowering individuals with financial knowledge. With a focus on clear, actionable insights, he brings complex investment concepts to life through data-driven analysis. His goal is to make financial planning, investment analysis, ... Read more
Trade Ideas
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Expertise
Quantitative
Growth
Technical
Index Strategies
Swing Trading
Market Commentary
Futures & Options
Technical Analysis
Trade Facts
Total Trades
0
Missed Trades
0
Profit Trades
0
0%Accuracy
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Posts
shared an insight ⚡️ 9 hours ago
TRENT: Growth Intact, Valuation Still High
TRENT
Trent’s correction has changed the investment debate, but not necessarily its long-term story. The stock has fallen 45% from its late-2024 peak of Rs 5,500 and was down 18% over the past year. The fall reduced its PE from nearly 150 to about 87.50. With expected FY27 profit growth of 25%-30%, the forward PE is below 70. That is more reasonable, although it remains expensive.
The latest quarter showed strong execution. Consolidated revenue rose 17.84% year-on-year to Rs 5,755 crore. Operating EBITDA increased 33% to Rs 848 crore, while operating EBIT climbed 29% to Rs 732 crore. Profit after tax grew 22% to Rs 532 crore, and the PAT margin improved to 9.24% from 8.8% a year earlier. Compared with Q1 FY23, PAT has multiplied nearly five times and the margin has expanded from 6.2%, a 304-basis-point improvement over four years. EBITDA growing faster than revenue indicates operating leverage and pricing power.
Zudio remains Trent’s key growth engine. Its store count reached 982, up 216 year-on-year, compared with 243 in Q1 FY23. The brand is expanding across Tier-2 and Tier-3 cities, where organised fashion retail is underpenetrated. Including 301 Westside stores, Trent has more than 1,200 outlets. At the current pace, Zudio could approach 2,000 outlets by 2030, creating a network rivals may find difficult to replicate. Trent operates 20 Zara stores in India, while Zara has nearly 1,500 globally; Zudio’s 8,000-10,000 sq ft format supports faster rollout.
For shareholders, the footprint, brand strength and possible margin improvement are positives. Better store density and supply-chain gains could help Trent move closer to Zara’s nearly 20% operating margin; its current EBIT margin is 12.72%. Yet risks remain. Growth is moderating on a larger base and competition may intensify. shared an insight ⚡️ 20 hours ago
Veranda Learning: EdTech Tailwinds and Shareholder Value
VERANDA
In Q1 FY27, Veranda reported revenue from operations of ₹150 crore, up 42% year-on-year, driven by a 35% jump in student enrollments. EBITDA rose 30% to ₹54 crore, with margins at a healthy 36%. Net profit surged 476% to ₹34 crore from ₹5.9 crore in the same quarter last year, marking the sixth consecutive profitable quarter.
Veranda is scaling its commerce segment without heavy capex by launching live and recorded digital formats for Class 11/12 students, enabling a pan-India footprint. It is doubling its managed commerce college footprint, adding 50 new colleges across 15 locations, while rolling out full professional commerce courses across 105+ existing centres.
In government test prep, the RACE brand is expanding in Karnataka with localised content and new offline centres. The company is also entering preschool managed operations. Critically, customer acquisition costs have fallen sharply: advertising spend as a percentage of revenue dropped from 31.2% in FY25 to 4.8% in FY26, supporting margin expansion.
Deleveraging has cut finance costs by 67% year-on-year to ₹8.7 crore, with quarterly finance costs expected to stabilise around ₹8 crore. Veranda is already free-cash-flow positive, enhancing financial flexibility.
Diversified offerings (commerce, government test prep, K-12, preschool) reduce concentration risk.
Strong cash generation supports reinvestment and potential shareholder returns.
Execution risk in scaling managed colleges and new segments.
Competitive intensity in edtech could pressure pricing and margins.
Dependence on enrollment growth; any slowdown could impact topline.
Regulatory changes in education or testing could affect operations.
Veranda trades at a Price-to-Sales multiple of 4.8x, below the industry average of 5.8x, suggesting room for re-rating if growth and margin trends sustain. shared an insight ⚡️ 21st Aug
Welspun Living: From Volume to Value
WELSPUNLIV
Welspun Living is moving beyond producing textile volumes at low cost. It is focusing on brands, proprietary products and manufacturing closer to customers. This can create shareholder value through stronger pricing power and better margins. However, the stock’s valuation already reflects optimism.
Welspun is a global home-textiles company with facilities in India and distribution in over 60 countries. It leads in towels and bath rugs and ranks among the top two sheet suppliers in the US. Its operations cover Home Textiles, Advanced Textiles and Flooring Solutions.
The US pillow business shows the change. Revenue from its US onshore pillow platform grew 2.3 times year-on-year in Q1FY27. Welspun targets US$60 million in US pillow revenue in FY27, more than double the US$27.5 million achieved in FY26.
Local production helps supply American retailers faster and can reduce freight disruptions, tariff exposure and delivery times. Innovation-led products 16% year-on-year and contributed about 25% of consolidated revenue in Q1FY27. Over 50 global patents support these products.
The branded portfolio grew 25% and contributed 18% of revenue. Brands can improve loyalty and reduce dependence on commodity pricing.
In Q1FY27, revenue rose 23.5% year-on-year to ₹2,828 crore. EBITDA margin improved from 11.1% to 12.5%, and net profit increased 83% to ₹161 crore.
Management expects ROCE to improve from 5.6% in FY26 to above 15% over three years. The stock rose from around ₹120 in August 2025 to nearly ₹190, but its trailing P/E of 64.1 is far above the five-year median of 22.7.
For shareholders, the transformation is promising, but the margin of safety is limited. Welspun must sustain growth, expand margins and convert capacity into profits. Strong execution may deliver better earnings; weak growth could trigger a sharp correction. The stock is worth monitoring, but the turnaround needs proof. Watch cash flows, debt and ROCE closely.FAQ's
What are the top stock recommendations by Tejaswi?
Tejaswi regularly shares stock views and market analysis on StockGro. Some of the stocks they have recently shared views on include Welspun Corp Ltd (Bullish), Elgi Equipments Ltd (Bullish), TRENT, VERANDA and WELSPUNLIV. Explore Tejaswi's complete list of posts and trade views on their StockGro profile.
How can I follow Tejaswi's latest investment insights?
You can follow Tejaswi's latest investment insights, stock recommendations, and market analysis on StockGro App. Additionally, you can check their detailed stock analysis reports in the StockGro blog section.
What is Tejaswi's investment strategy?
Tejaswi follows a data-driven, research-backed investment strategy focused on maximizing returns while managing risk. Their approach includes fundamental and technical analysis, portfolio diversification, and sectoral trends to identify high-potential stocks.
How long has Tejaswi been a SEBI-registered Research Analyst (RA)?
Tejaswi has been a SEBI-registered Research Analyst and have 12+ Years of experience. With extensive experience in stock market analysis and investment research, they have guided investors in making informed and profitable decisions.
Where can I see Tejaswi's past performance and stock picks?
You can check Tejaswi's past stock recommendations, success rate, and investment insights on their StockGro profile. Their historical stock picks reflect a track record of strategic investment decisions based on thorough research.
How can I contact Tejaswi for stock market advice?
For stock market guidance from Tejaswi, you can connect through their StockGro profile. Some RAs may also provide personalized investment consultations based on their availability and SEBI regulations.
What is Tejaswi's track record in predicting market movements?
Tejaswi has a proven track record of accurate market analysis and trend predictions. By analyzing economic indicators, market sentiment, and technical charts, they have consistently helped investors make well-timed investment decisions.
What is the SEBI Registration number for Tejaswi?
Tejaswi is a SEBI-registered Research Analyst with the SEBI Registration INA200015176. This ensures that their investment recommendations comply with SEBI's regulatory framework for investor protection and financial advisory standards.
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